Category: Dynamics CRM

Amber Tselios

Crestwood Associates has been named to the 2018 Bob Scott’s VAR Stars list for the fifth consecutive year! Add another one to the trophy case! The list, which has been published since 2009, touts a variety of high profile firms and recognizes factors such growth, industry leadership and recognition, and innovation. Which, as you likely … Read more

Nancy Moss

Microsoft’s CustomerSource is a valuable resource available to all Microsoft Dynamics ERP (Dynamics GP, Dynamics SL, Dynamics 365, etc.) customers who are currently on a support plan. CustomerSource is divided into several sections, such as KnowledgeBase, Online Learning, and Account Management. Each section has its own set of resources and functions. Here’s a quick guide … Read more

Jen

If you are looking to power your digital transformation, look no further. Microsoft has published the release notes for the next big Dynamics 365 update in October 2018. There are so many new features and enhancements, I almost don’t know where to start. If you are looking for something specific, here is the link to the full … Read more

Brenda Senger

There’s a lot of change happening with Dynamics 365 for Sales (CRM). Make sure you’re kept up to date with what’s leaving and what’s coming. Here are the highlights of what’s important to our clients. Deprecated features concerning end-users: Contracts, Contract Line Items, and Contract Templates Standard SLAs Mail Merge Deprecated features concerning system administrators: … Read more

Brenda Senger

One of the new features embedded into the social pane throughout Dynamics 365 for Sales (CRM) v9.0 is a tab called, Assistant. The Assistant makes your life easier. How? It tracks daily actions and communications for the contact or record you are on, and the system will generate an, “action card” which is designed to … Read more